Coghlan Financial Group
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Coghlan Financial Group Employees
Costco Wholesale September 2012 - Present
Waddell & Reed September 2011 - December 2011
Coghlan Financial Group May 2011 - September 2011
Skills
Financial Advisory, Financial Analysis, Investments, Economics, Financial Modeling, Strategic Financial..., Bloomberg, Microsoft Excel, Portfolio Management, Valuation, Finance, PowerPoint, Microsoft Office, Stata, Microsoft Word, Securities
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Economics
Maria Carrillo High School 2004 — 2008
Facebook November 2014 - Present
UC Berkeley & UC San Francisco September 2013 - November 2014
MIT June 2013 - August 2013
Stanford University October 2012 - June 2013
University of California, San Diego Medical Research Center June 2012 - August 2012
Undergraduate Investment Society March 2011 - March 2012
Mass Mutual May 2011 - October 2011
Cask, LLC June 2011 - September 2011
Coghlan Financial Group September 2010 - January 2011
Skills
Data Analysis, Statistics, Financial Modeling, Economics, Stata, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Mandarin, Research, Analysis, PYTHON, PostgreSQL, Cygwin
Education
Dartmouth College 2012 — 2012
Financial Institutions/Markets
University of California, San Diego 2008 — 2012
B.S, Mathematics/ Economics
ZS Associates July 2014 - Present
ZS Associates September 2012 - June 2014
Versant Ventures June 2011 - August 2011
UC San Diego Health System September 2009 - December 2010
Coghlan Financial Group July 2010 - September 2010
Chabot Space and Science Center July 2009 - September 2009
Skills
Data Analysis, Microsoft Excel, Microsoft Access, Management, Leadership, Event Management, Marketing Strategy, Financial Modeling, Marketing, Analysis, PowerPoint, Microsoft Office, Market Research, Microsoft Word, Public Speaking, Event Planning, Financial Analysis, Management Consulting
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics
Universitat Pompeu Fabra 2011 — 2011
Spanish Culture & Language
Donnelly Wealth Advisors February 2013 - Present
Sterling Global Strategies July 2012 - November 2012
Coghlan Financial Group June 2010 - January 2011
Skills
Skilled Communicator, Microsoft Office, Team Leadership, Microsoft Excel, Personal Financial..., Financial Analysis, Data Analysis, Marketing, eMoney
Education
San Diego State University-California State University 2011 — 2013
MSBA with Concentration in Financial and Tax Planning, Financial Planning and Services, Masters Student
University of California, San Diego 2007 — 2011
Bachelor of Science (BS), Management Science, 3.2
Universitat Autònoma de Barcelona. UCSD 2008 — 2008
Newmeyer & Dillion September 2015 - Present
Phillips Spallas & Angstadt September 2014 - September 2015
UC Hastings College of the Law May 2014 - May 2014
Superior Court of California May 2013 - August 2013
Noonan & Lieberman May 2012 - July 2012
Illinois Department of Financial and Professional Regulation May 2012 - July 2012
CAPS Universal January 2011 - July 2011
Molsoft, LLC May 2009 - June 2010
Oliver McMillan March 2009 - March 2010
Coghlan Financial Group November 2008 - February 2009
Education
University of California, Hastings College of the Law 2012 — 2014
Juris Doctor (J.D.), cum laude, Business Law
University of California, San Diego 2006 — 2010
B.S. Economics: Management Science, B.A. Psychology
YMCA of San Diego County January 2013 - Present
San Diego County Office of Education 2011 - 2012
Instant Tax Service December 2010 - April 2011
HAWI Sports Management 2009 - 2011
Coghlan Financial Group June 2010 - September 2010
Stanford University June 2007 - June 2009
Skills
Microsoft Office, Teamwork, Work Well Independently, Highly detail oriented, Organization, Spanish, Customer Service, Community Outreach, Youth Mentoring, Nonprofits, Tutoring
Education
Stanford University 2005 — 2009
Bachelor of Arts (B.A.), Economics
T-Mobile August 2012 - Present
T-Mobile January 2011 - August 2012
T-Mobile September 2011 - December 2011
T-Mobile USA March 2009 - December 2010
Swype Inc. March 2010 - August 2010
Mad Science of SnoKing June 2004 - March 2009
Mad Science of San Diego June 2003 - June 2004
Coghlan Financial Group June 2002 - June 2003
Skills
Telecommunications, Leadership, CRM, Program Management, Mobile Devices, Direct Marketing, Cross-functional Team..., Marketing, Analysis, Microsoft Office, Management, Event Planning, Sales Operations, Software Development, Product Management, Sales, SQL, Microsoft SQL Server, Access, Microsoft Excel, Data Analysis, Project Planning, Entrepreneurship, Team Building, Customer Retention, Quality Assurance
Education
University of Washington, Michael G. Foster School of Business 2011 — 2014
MBA
University of California, San Diego 2000 — 2004
B.S, Management Science (2004)
AMN Healthcare February 2013 - Present
BofI Federal Bank May 2012 - February 2013
Coghlan Financial Group January 2012 - May 2012
Magnuson Capital Group October 2011 - February 2012
Torrey Pines Bank June 2011 - September 2011
Fred's Mexican Cafe March 2011 - August 2011
Chili's June 2008 - May 2011
Promosynthesis July 2010 - January 2011
Festivities Catering, Picnic People Catering June 2008 - September 2008
Skills
Access, Microsoft Excel, Microsoft Word, Marketing, Analysis, Microsoft Office, Financial Analysis, Financial Reporting, Managerial Finance, Strategic Financial..., Financial Risk, PowerPoint, Sales, Customer Service, Finance, Outlook, Accounting, Investments, Teamwork, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Performance Reporting, Ad Hoc Reporting, Benchmarking, Performance Benchmarking, Financial Modeling, Forecasting, Banking, Recruiting, Credit, Data Analysis, Leadership
Education
San Diego State University-California State University 2008 — 2012
Bachelor's, Finance
St. Augustine High School 2004 — 2008
3.8
Vanguard November 2013 - Present
Vanguard April 2012 - November 2013
The Vanguard Group March 2011 - April 2012
Wells Fargo Bank December 2009 - March 2011
Coghlan Financial Group June 2009 - October 2009
Keller Williams Realty October 2006 - August 2008
Skills
Technical Analysis, Fundamental Analysis, Equity Trading, Market Research, Margin Analysis, Options Strategies, Business Valuation, Financial Forecasting, Finance, Financial Analysis, Mutual Funds, Analysis, Management, Leadership, Equities, PowerPoint, Microsoft Excel
Education
Arizona State University 2015 — 2017
Master of Business Administration (MBA), Finance
San Diego State University 2007 — 2009
Bachelor of Science (B.S.), Business Finance
West Valley College
Associate's degree, Business Administration and Management, General
Coverhound May 2014 - Present
Stanford University Medical Center May 2012 - Present
JLFranklin Wealth Planning September 2011 - April 2012
Trilogy Financial Services January 2011 - April 2011
DFC Intelligence June 2010 - October 2010
Coghlan Financial Group June 2010 - September 2010
Steve and Kate's Camp July 2007 - September 2008
Baskin Robbins March 2008 - June 2008
Barnes and Noble December 2006 - January 2007
Smith and Hawken June 2006 - August 2006
Skills
Ruby on Rails, JavaScript, Backbone.js, Ruby, Analysis, SQL, Web Development, PostgreSQL, CSS, Research, Git, jQuery, Customer Service, Data Analysis, Backend Development, HTML, Sales, Editing, Teamwork, PowerPoint, Microsoft Office, Management, SQLite, Problem Solving, Small Business, Nonprofits, Team Leadership, Event Planning, Public Speaking, Word, Administration, Excel, Outlook, Data Entry
Education
App Academy
University of California, San Diego 2005 — 2010
Recieved B.A, Economics; Mathematics Minor
Drake High School Salutatorian 2000 — 2005
Beachbody January 2015 - Present
American Red Cross August 2014 - Present
Hub Group March 2012 - May 2014
International English School August 2011 - December 2011
San Diego State University October 2006 - May 2010
Coghlan Financial Group August 2009 - November 2009
Skills
Negotiation, Pricing, Customer Service, Logistics, Sales, Budgets, CRM, Administration, Forecasting, Customer Satisfaction, Retail, Process Improvement, Sales Operations, Inventory Management, Business Planning, Business Development, Business Strategy, Direct Sales, Procurement, Project Planning, Online Advertising, Advertising, Transportation..., Communication
Education
Linköping University 2010 — 2011
Master of Arts (M.A.), Applied and Professional Ethics
San Diego State University-California State University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration - Marketing
Ecole de Management de Marseille / Euromed Marseille
LPL Financial March 2014 - Present
Ken Stern & Associates November 2011 - October 2013
Coghlan Financial Group April 2009 - November 2011
Prommis Solutions April 2009 - June 2009
Skills
Series 63, Microsoft Office, Investments, Financial Modeling, Series 7, Morningstar, Financial Analysis, Uniform Combined State..., Microsoft Excel, Series 65, Real Estate Economics, Retirement Planning, Wealth Management, Portfolio Management
Education
San Diego State University-California State University
Bachelors degree, Finance
AMN Healthcare April 2015 - Present
AMN Healthcare September 2014 - April 2015
AMN Healthcare May 2012 - September 2014
Coghlan Financial Group March 2012 - May 2012
BAE Systems 2009 - 2009
Harker Summer Camp June 2008 - July 2008
Skills
Microsoft Office, Lean Six Sigma White..., Outlook, Oracle Reports, PowerPoint, Word, Excel, Access, Photoshop, Microsoft Word, Microsoft Excel, Spanish, Financial Modeling, Leadership, Management, Financial Reporting, Salesforce.com, Accounts Receivable, Strategic Planning, Sales, Financial Accounting, Customer Service, Market Research, Accounting, Analysis, Critical Thinking, Marketing, Facebook, Event Planning, Time Management, Invoicing, General Ledger, Data Entry, Negotiation, Team Building, Auditing, Finance, Team Leadership, Spreadsheets, Public Speaking, Forecasting, Teamwork, PeopleSoft, Social Networking, Financial Analysis, Research, Accounts Payable, Budgets, Payroll, Data Analysis
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Archbishop Mitty 2003 — 2007
BluePrint Wealth Partners 2011 - Present
Coghlan Financial Group 2009 - 2011
Education
University of California, San Diego 2007 — 2011
BirchStreet Systems June 2012 - Present
American Fish Farm Inc. December 2010 - April 2011
Coghlan Financial Group June 2010 - August 2010
Skills
Accounting, Analysis, Research, Marketing, Economics
Education
University of California, Berkeley 2008 — 2012
Intended B. A, Environmental Economics and Policy
Elk Grove High School 2005 — 2008
GEICO May 2014 - Present
iNational Closing and Escrow, Inc. September 2013 - April 2014
International Financial & Insurance Services, Inc. July 2013 - September 2013
Cray Bear Juice March 2013 - September 2013
Coghlan Financial Group 2011 - 2011
Skills
Excellent problem..., Proficient writing..., Good at data..., Ability to work well in..., Above average knowledge..., Experienced in Word,..., Minor experience in..., Able to analyze and..., Food, Competitive Analysis, Interviews
Education
UCSD 2010 — 2013
Bachelor of Arts (BA), Economics, Accounting Minor
Le Cordon Bleu College of Culinary Arts 2006 — 2007
Diploma, Culinary Arts